About Davidson & Garrard
Davidson & Garrard is a company based in Lynchburg (United States) founded in 1974 was acquired by CAPTRUST Financial Advisors in September 2017. Davidson & Garrard offers products and services including Wealth Planning Services, Investment Advisory, and Fiduciary Services. Davidson & Garrard operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter Lynchburg, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Employee Count
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Acquired by
CAPTRUST Financial Advisors
(Sep 20, 2017)
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Products & Services of Davidson & Garrard
Davidson & Garrard offers a comprehensive portfolio of products and services, including Wealth Planning Services, Investment Advisory, and Fiduciary Services.
Provides tailored financial strategies for individuals and families
Offers guidance on investments and retirement plan optimization
Delivers co-fiduciary support for corporations and nonprofits
Funding Insights of Davidson & Garrard
Detailed funding history for Davidson Garrard
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Investors in Davidson & Garrard
Davidson & Garrard has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
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Financial advisory services are provided by CAPTRUST to various clients.
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Investor details for Davidson Garrard
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Investments & Acquisitions by Davidson & Garrard
Investment portfolio details for Davidson Garrard
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Financial Statements - Davidson Garrard
Detailed financials for Davidson Garrard
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Davidson & Garrard Comparisons
Peer comparison for Davidson Garrard
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Competitors of Davidson & Garrard
Davidson & Garrard operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
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M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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Detailed competitors of Davidson Garrard
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Latest news on Davidson & Garrard
Complete news archive for Davidson Garrard
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Frequently Asked Questions about Davidson & Garrard
Davidson & Garrard was founded in 1974.
Davidson & Garrard is headquartered in Lynchburg, United States. It is registered at Lynchburg, Virginia, United States.
Founded in 1974, Davidson Garrard operates as a wealth management firm based in Lynchburg, United States. Financial advisory and investment services are offered to individuals and families within the finance sector. Operations focus on portfolio management, estate planning, and retirement strategies. The company maintains a localized presence while adhering to standard regulatory practices in the industry.
Davidson & Garrard's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Davidson & Garrard offers Wealth Planning Services, Investment Advisory, and Fiduciary Services.
Davidson & Garrard has 1 investor. Key investors include CAPTRUST.